MoneyMD

8-9-14

• What If the Markets "Correct"?
• Taxes That Can Bite You in Retirement
• 10 Things Americans Waste Money On

4-26-14

Are you worried about running out of money in retirement? U.S. News & World Report says you shouldn't be, as long as you avoid five common mistakes. Find out what not to do in the first part of this podcast on MoneyMD. Then, in order to protect taxpayers from criminals, and also to discourage taxpayers from becoming criminals themselves, the IRS has published a list of the top twelve tax scams. Find out what to steer clear! Finally, listen to John and Steve as they discuss a recent Kiplinger article detailing ten important financial steps to take as you move into your thirties.  

 

3-29-14

According to a recent Kiplinger article, "Investors lagged the average mutual fund by an average of 2.5 percentage points per year over the past ten years."  Join John and Steve on MoneyMD to find out how you can do better. Then, owning your car costs you a whole lot more than you think. Steve and John will take a look at the true cost of a car, and how you can trim off some of the excess expenses. Finally, John and Steve talk about the Affordable Care Act and how the  HSA-compliant health plans are alive and well.  Tune in to MoneyMD to hear how you can utilize your HSA as a type of medical IRA that will multiply your untaxed dollars over the years. 

 

1-25-14

It's that time again, and if you're like most of us, procrastination seems like a pretty good idea right now.  On this episode of  MoneyMD, John and Steve will caution you against dragging your feet, as well as a dozen other easily avoidable tax filing mistakes. After that, Steve and John will take a look at an article from CNNMoney that highlights Nobel Prize winner David Booth and his research-based mutual fund company, Dimensional Fund Advisors. And finally, John and Steve will discuss an AP article about this recent bill and its implications.

1-18-14

A new study in this month's issue of The Journal of Financial Planning suggests a dramatic change to the way retirees have traditionally been advised to invest their money.  John and Steve will delve into this alternative strategy on this episode of MoneyMD. Up next: when considering annuities, Steve and John warn that "guaranteed" may not mean what you think. Tune in to MoneyMD as they shed some light on the often confusing components of an annuity. Finally, in the past three years, tax identity fraud has tripled. John and Steve will give you some ways to help keep these new scammers from reaching into your wallet.